ABSTX Mutual Fund

NAV$33.35

Returns Overview

1 Month
-9.15%
3 Months
+3.99%
6 Months
+10.98%
YTD
+16.28%
1 Year
+47.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ABSTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+16.28%
Peer Avg (YTD)
+5.93%
vs Peers
+10.35%

ABSTX Mutual Fund Performance

ABSTX performance across multiple time periods: 1-month -9.15%, YTD 16.28%, 1-year 47.29%.

ABSTX returns outperform the peer average of 5.93% YTD. With an expense ratio of 2.89%, investors should weigh costs against performance when evaluating this mutual fund.

ABSTX performance comparison shows side-by-side returns with another fund. ABSTX alternatives are available in the Mutual Fund Screener.